Defined Benefit (Pension) · DOL Form 5500 · 2023

Bon Secours Mercy Health, Inc. Pension Plan

Data updated 2026-08-25

$349K
Total assets Small plan by assets: N/A
Participants Small participant base: 15th
Percentile by assets National rank

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Official DOL plan name: Liberty Health System, Inc. Pension Plan · Sponsored by Bon Secours Mercy Health, Inc. · Ohio · Healthcare & Social Assistance

$349K in assets, N/A participants

Bon Secours Mercy Health, Inc.'s Liberty Health System, Inc. Pension Plan reported $349K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 15th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#1,865 in Healthcare & Social Assistance (17,684 peers)

Bon Secours Mercy Health, Inc. multi-year trail

Bon Secours Mercy Health, Inc.'s plans moved -79.1% in assets from 2022 to 2024; this filing shows Liberty Health System, Inc. Pension Plan at $349K / N/A participants.

#1,865
in Healthcare & Social Assistance (17,684 peers): -4.8%
assets change YoY

Liberty Health System, Inc. Pension Plan among the smaller filed plans by assets

Liberty Health System, Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$348,610 15th percentile higher than 15% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Liberty Health System, Inc. Pension Plan reported net income rose from -$25M in the plan year 2022 filing to $40K in the plan year 2023 filing.
Liberty Health System, Inc. Pension Plan end-of-year assets fell from $366K in the plan year 2022 filing to $349K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521301088 · Bon Secours Mercy Health, Inc. PY 2023 · Defined Benefit (Pension)

Liberty Health System, Inc. Pension Plan · $349K · N/A · 15th

IND $349K
IND N/A
IND 15th
IND Defined Benefit (Pension)
IND near Jdr Mechanical Corp. Cash Balance Plan
IND ind #1865

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Liberty Health System, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Bon Secours Mercy Health, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $70M 79.08177502772496% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	5	4,761	$334M
2023	4	5,430	$359M
2024	3	902	$70M

Bon Secours Mercy Health, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$366K
Net Assets (End of Year)	$349K
Net Income	$40K
Employer EIN	521301088
Plan Effective Date	1969-09-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Liberty Health System, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Firstenergy Corp. Master Pension Plan $7.1B · 12,304
Nationwide Retirement Plan $5.3B · 22,311
American Electric Power System Retirement Plan $4.5B · 15,595
Parker Defined Benefit Plan $3.7B · 191
Ohio Operating Engineers Pension Plan $3.6B · 10,029

Compare Liberty Health System, Inc. Pension Plan side-by-side with 3 peers →

Liberty Health System, Inc. Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Ohio, the nearest Defined Benefit (Pension) by end-of-year assets is Jdr Mechanical Corp. Cash Balance Plan in NY at $351K (this filing: $349K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($349K here).

Jdr Mechanical Corp. Cash Balance Plan (NY) $351K · 4
Duro Hilex Poly, LLC Employees Pension Plan (SC) $345K · N/A
James F. Volpe Electrical Contracting Corp. Cash Balance Plan (NY) $343K · 8
Kelly Underwriting Services, LLC Cash Balance Plan (NY) $343K · 4

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Liberty Health System, Inc. Pension Plan assets move in 2023? ▼

Liberty Health System, Inc. Pension Plan edged down modestly - down 4.8% during 2023, from $366K to $349K. Reported net income was $40K.

How have Bon Secours Mercy Health, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bon Secours Mercy Health, Inc.'s sponsor-wide assets declined 79.1%, from $334M to $70M.

Where does Liberty Health System, Inc. Pension Plan rank by assets among Form 5500 filers? ▼

Liberty Health System, Inc. Pension Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Liberty Health System, Inc. Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Jdr Mechanical Corp. Cash Balance Plan in NY ($351K, 4 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521301088.